TaxDome Support

Get help with your TaxDome account ūüďą

Book an Onboarding

Schedule an onboarding with a TaxDome representative to get assistance setting up your account and workflows.


Product Webinars

More of a visual learner? Find out about TaxDome's features on our Product Webinar page.

Help Center

Take a look through our help articles to learn more about specific features or actions on TaxDome.

TaxDome Academy

Once you sign up for a TaxDome account, get access to coaching and assessments to help build your product knowledge.

YouTube Tutorials

Get access to hundreds of video tutorials and step by step guides on how to use TaxDome.

TaxDome Services

Get help importing your clients or setting up your website or custom domain from the TaxDome support team.

 
 
Scheduling
 

Onboarding Checklist

Get started on the right foot ūüöÄ

 
 
 

TaxDome is an all-in-one practice management software for CPAs, bookkeepers, and accounting firms. It's a simple, powerful workspace designed to help manage your practice, clients, jobs, documents, teams and more.

Our workflow automation platform can help you streamline your processes and take care of the time consuming admin work. Having a clear overview of your clients and team members gives you a clear visibility into your work to ensure nothing slips through the cracks.

 
 
 

Save time by automating your processes with TaxDome

We have built an outstanding interface to help you achieve your business goals and to make your customers happy.

 

What Users Think of TaxDome

The biggest difference anyone will notice about TaxDome is that they have a very real, very dedicated, and very active development team. I actually believe TaxDome will be the GoTo small accounting practice manager.

Brandon
Taylor McGraw
Founder, Scioto Accounting & Tax

I just want to say thank you to TaxDome! This was year 2 for me using your system and I was definitely so much more efficient with my workflows, automated emails, always knowing where each client was in the pipeline. Thank you for making the perfect product for me!

Diana
Sara Reiss Laufer
Owner, Laufer CPA

To everyone at TaxDome - my firm couldn’t have done it without you this tax season. You put up with the accounting community sometimes at our worst, but my firm has changed 100% scince I got TaxDome. We are huge fans of yours and already see the AWESOME new features that were just waiting until May 18th. Thanks for always listening to our suggestions and making an amazing product.

Brian
Dane Janas
Founder, Boundless Tax

I have been a client for a year. Investing in this CRM was the best thing for my business and really changed everything! This system made it possible for me to service over 200 tax clients BY MYSELF. For having an open ear and implementing the things that we ask for, thank you ūüíú #taxseason2021 was epic and one of my most successful with the help of you all.

Andre
Aneka Winstead
Owner, WATT Business Solutions

My mental health has improved tremendously with systems. I have more time to do other stuff and I’m able to make more money because I’m not wasting hours on manual stuff

Aland
Jessica Smith
Owner, Tax Savvy Jessica

Thanks Jesssica Smith and Jamie Gruol for the workshop! There‚Äôs no way I would‚Äôve been able to figure this out on my own. And certainly not in just a couple days. ūüėĀūüėĀūü§£ūü§£

Lionel
Kenya Harris EA
EA, The Tax Resolution Experts
 

Frequently Asked Questions

 
  • What is TaxDome

    TaxDome is a tax practice management software designed to help bookkeepers, accounting firms, and certified public accountants (CPAs) handle customers, workflows, bills, payments, electronic signatures, emails, contacts, and more.

    TaxDome is the fastest growing software on the market with weekly new feature releases. The pricing model, however, does not depend on the released features: it is one price for everything, no extras.

  • What is the estimated time frame for setting up TaxDome from start to finish?

    You can import your clients within minutes and upload your files by simply using the TaxDome drive. You can also book an onboarding session where we’ll show you how to import clients and documents as well as create templates to automate your work.

    Here’s a quick plan for your first week with TaxDome..

  • What is included in your free trial?

    All features are available during the trial except for Zapier integrations. Paying clients also have access to our feature request board and the TaxDome community, influencing which new features will be developed.

  • If a feature is crucial to me, is that something you would ever design?

    We¬†believe in¬†making our clients happy‚ÄĒand always improving our product. Your business is¬†important to¬†us, which is¬†why we¬†have a¬†feature request board, where we¬†can prioritise your needs.

  • How does your pricing change with the features you release?

    There are no extra prices with TaxDome. Our pricing model doesn’t depend on features we release, and we don’t have plans on changing it soon.

  • Is TaxDome for managing the office and facilitating internal and external communication but not preparing tax returns?

    Correct, TaxDome does not prepare your tax returns. TaxDome helps to standardise and automate your workflows, communicate with team members, and provide an outstanding user experience to exchange information with your clients.

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